1.Updates review-status trigger
Integrate Salesforce, CRM automation tools, and customer case data to detect review-status updates and start the SMS sequence.
Send SMS review requests and timed follow-ups to clients
Automatically monitor case review-status updates across Salesforce and client messaging tools. Get SMS review requests and timed follow-ups when review recorded or case reviews changeβso you can request feedback, send reminders, and stop outreach without manual follow-up outreach.
How this automation protects your review follow-ups
When case review-status updates but follow-ups are handled manually, clients can miss the right moment to leave feedback. This automation splits name tokens, sends initial and follow-up SMS, and rechecks review status between delaysβso your team captures more completed reviews.
Salesforceor swap with your favorite app
2.Splits name for personalization
Integrate Formatter by Zapier and data parsing tools to split the full name field and extract a first name token for messaging.
Formatter by Zapieror swap with your favorite app
3.Sends initial review request
Integrate RingCentral and SMS messaging tools to send an initial SMS using the client mobile number, greeting, and review link.
RingCentralor swap with your favorite app
4.Waits for first follow-up
Integrate Delay by Zapier and scheduling tools to pause the flow for the first follow-up interval.
Delay by Zapieror swap with your favorite app
5.Re-finds case and filters
Integrate Salesforce and Filter by Zapier to re-find the case by Record ID and continue only if review is not completed.
6.Sends reminder follow-up SMS
Integrate RingCentral and SMS messaging tools to send a shorter follow-up reminder and repeat the delay and recheck logic.
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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